IBM (NYSE: IBM) Q2 2026 earnings (July 22, 2026): beats adjusted Non-GAAP EPS consensus of approx. $3.02 per share
Miss
✦ AI-generated prediction
Published on 15. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
IBM guided Q2 2026 EPS of $2.93, below the Street consensus of $3.02, and revenue guidance of $17.2B vs the $17.86B analyst estimate. Despite these conservative signals, IBM follows an established pattern: in the last four quarters it consistently beat its own guidance. Goldman Sachs (per TipRanks) anticipates upside from hybrid cloud and US government consulting contracts tied to elevated defense spending (Hormuz crisis, Ukraine). Downside risk: if IBM precisely hits its own guidance ($2.93), that misses the Street consensus ($3.02). Slight majority favors a beat.
Data basis for this prediction
- IBM Q2 2026 EPS-Guidance $2,93 vs. Street-Konsens $3,02 (MarketBeat, Stand 14. Juli 2026)
- IBM Q2 2026 Umsatz-Guidance $17,2 Mrd. vs. Konsens $17,86 Mrd. (MarketBeat/Yahoo Finance)
- IBM Berichtstermin: 22. Juli 2026, vorbörslich (TipRanks/StockStory, Stand 15. Juli 2026)
- Goldman Sachs erwartet IBM Q2 Upside durch Hybrid Cloud & Regierungsverträge (TipRanks, Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
[Vorzeitig entschieden] IBM Q2-2026 bereinigtes Non-GAAP-EPS: 2,93 USD (vorab bekanntgegeben 14. Juli), unter dem Konsens von ca. 3,02 USD. CEO nannte die Ergebnisse 'enttäuschend'. Quelle: StockTitan/IBM 8-K, IG UK, Motley Fool.
💻 Technology
✦ AI
Apple unveiled the iPhone 18 Pro, iPhone 18 Pro Max and iPhone Duo (first foldable iPhone, A20 Pro chip, 2nm) on 9 September 2026 at the 'Surprise and Shine' event. Apple's shipping pattern has been highly consistent since 2016: announcement Tuesday → pre-orders the following Friday (12 September) → first deliveries exactly 10 days after announcement (19 September). Historical deviations from this pattern: none since 2020.
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.